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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,156 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 49 · EIN 93-0987232 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,320 | $88,581-89.5% | $145,661-93.6% | $74,304-87.5% |
| Participation rate | 87.1% | 64.9%+22.2pp | 77.2%+9.9pp | 60.3%+26.8pp |
| Annual return | 17.49% | 34.30%-16.8pp | 101.46%-84.0pp | 29.43%-11.9pp |
| Employer contribution / active EE | $977 | $2,612-62.6% | $4,238-77.0% | $2,241-56.4% |
| Participant deferral / active EE | $1,858 | $4,151-55.3% | $7,198-74.2% | $3,767-50.7% |
| Admin fee / account holder | $7 | $2,953-99.8% | $12,466-99.9% | $2,969-99.8% |